Plan Snapshot
- Plan Sponsor: Rpi Consultants, LLC
- Sponsor EIN: 371480199
- Sponsor Address: 1 N HAVEN ST, BALTIMORE, MD, 21224
- Plan Type: 401(k)
- Total Participants: 116
- Total Assets: $15.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 116 | $15.5M | $649,914 | $1.3M |
| 2023 | 127 | $13.4M | $806,852 | $1.5M |
| 2022 | 146 | $10.8M | $750,757 | $1.5M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| CITRIN COOPERMAN & COMPANY, LLP | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $57,817 | $29,246 | — | — | — |
| 2023 | $51,516 | $28,120 | — | — | — |
| 2022 | $44,836 | $27,040 | — | — | — |